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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1801
AlphaStar Capital Management
North Carolina
– – -5,680 Closed
IPW
1802
Impact Partnership Wealth
Georgia
– – -5,651 Closed
SLWA
1803
San Luis Wealth Advisors
California
– – -5,153 Closed
PCM
1804
Prelude Capital Management
New York
– – -5,018 Closed
AC
1805
AlphaCore Capital
California
– – -4,974 Closed
NICM
1806
Neo Ivy Capital Management
New York
– – -4,852 Closed
AC
1807
AXQ Capital
New Jersey
– – -4,702 Closed
OR
1808
Olympiad Research
Connecticut
– – -4,615 Closed
AM
1809
AGF Management
Ontario, Canada
– – -4,542 Closed
DA
1810
Drake & Associates
Wisconsin
– – -4,406 Closed
SAM
1811
Sompo Asset Management
Japan
– – -4,190 Closed
MAM
1812
MMA Asset Management
Pennsylvania
– – -4,117 Closed
VI
1813
Versor Investments
New York
– – -3,800 Closed
MAM
1814
Morse Asset Management
Connecticut
– – -3,750 Closed
OTPPB
1815
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -3,719 Closed
CMF
1816
Counterpoint Mutual Funds
California
– – -3,595 Closed
HCM
1817
Hodges Capital Management
Texas
– – -3,252 Closed
JIP
1818
Jaffetilchin Investment Partners
Florida
– – -3,119 Closed
IGAM
1819
iA Global Asset Management
Quebec, Canada
– – -3,099 Closed
FCA
1820
Fortis Capital Advisors
Kansas
– – -3,043 Closed
MM
1821
MQS Management
New York
– – -2,975 Closed
TWM
1822
Thrive Wealth Management
Pennsylvania
– – -2,954 Closed
WCM
1823
WealthBridge Capital Management
Ohio
– – -2,895 Closed
CCIA
1824
Campbell & Co Investment Adviser
Maryland
– – -2,771 Closed
FFA
1825
First Foundation Advisors
California
– – -2,718 Closed
71 72
73
74 75